Purpose
Keep track of status of krypto portfolio over time, based on transactions combined with current price data.
- Import krypto transaction data from spreadsheet.
- Download latest price data.
- Combine to calculate theoretical profit/loss trends.
- by currency
- overall portfolio
Method
- Log into crypto account.
- Download activity report.
- Go to spreadsheet in Marengo - check most recent transaction date there.
- Copy/paste new transactions from activity report.
- Copy down formulas in spreadsheet.
Bitcoin
Adjusted Cost Base (Avg Cost)
Prices, Costs, Profits
- Get latest price data.
- Combine with cost data.
- Calculate profit and ROI.
Ethereum
Adjusted Cost Base (Avg Cost)
Cardano
Adjusted Cost Base (Avg Cost)
Polkadot
Adjusted Cost Base (Avg Cost)
Litecoin
Adjusted Cost Base (Avg Cost)
TOTALS

|
date
|
currency
|
book_val
|
market_val
|
profit
|
roi
|
|
2021-09-28
|
BTC
|
$3,177
|
$3,487
|
310
|
10%
|
|
2021-09-28
|
ETH
|
$5,954
|
$12,948
|
6,994
|
117%
|
|
2021-09-28
|
ADA
|
$3,536
|
$3,120
|
(417)
|
-12%
|
|
2021-09-28
|
DOT
|
$1,834
|
$1,689
|
(144)
|
-8%
|
|
2021-09-28
|
LTC
|
$2,305
|
$1,831
|
(474)
|
-21%
|
|
date
|
total_invested
|
total_market_val
|
total_profit
|
total_roi
|
|
2021-09-28
|
$16,806
|
$23,075
|
$6,269
|
37%
|